Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67T
AUM Growth
+$23.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,613
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$1.32B
3
+$1.21B
4
GLD icon
SPDR Gold Trust
GLD
+$970M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$842M

Top Sells

1
+$7.66B
2
+$5.23B
3
+$1.14B
4
AMD icon
Advanced Micro Devices
AMD
+$1.13B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$635M

Sector Composition

1 Technology 22.48%
2 Financials 11.15%
3 Consumer Discretionary 8.02%
4 Healthcare 8.02%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOTG icon
7226
VanEck Morningstar Global Wide Moat ETF
MOTG
$17.3M
$753 ﹤0.01%
19
+1
ENGS
7227
Energys Group
ENGS
$37.5M
$750 ﹤0.01%
+881
AEC
7228
Anfield Energy
AEC
$97.5M
$744 ﹤0.01%
+145
MGRX icon
7229
Mangoceuticals
MGRX
$5.77M
$740 ﹤0.01%
+1,000
MSFL icon
7230
GraniteShares 2x Long MSFT Daily ETF
MSFL
$81.3M
$734 ﹤0.01%
+27
GENVR
7231
Gen Digital Inc Contingent Value Rights
GENVR
$732 ﹤0.01%
162
-168
BLZR
7232
Trailblazer Acquisition Corp
BLZR
$344M
$731 ﹤0.01%
+73
SPRO icon
7233
Spero Therapeutics
SPRO
$155M
$729 ﹤0.01%
313
-43,065
CXAI icon
7234
CXApp
CXAI
$10.4M
$728 ﹤0.01%
2,191
BITS icon
7235
Global X Blockchain & Bitcoin Strategy ETF
BITS
$26.3M
$716 ﹤0.01%
11
+10
BLUW
7236
Blue Water Acquisition Corp III
BLUW
$332M
$712 ﹤0.01%
+69
APPX
7237
Tradr 2X Long APP Daily ETF
APPX
$108M
$709 ﹤0.01%
+20
CCII
7238
Cohen Circle Acquisition Corp II
CCII
$356M
$707 ﹤0.01%
+69
NAAS
7239
NaaS Technology Inc
NAAS
$28.3M
$706 ﹤0.01%
+209
KCHV
7240
Kochav Defense Acquisition Corp
KCHV
$352M
$700 ﹤0.01%
+69
TVAI
7241
Thayer Ventures Acquisition Corporation II
TVAI
$278M
$698 ﹤0.01%
69
+54
CEPV
7242
Cantor Equity Partners V
CEPV
$322M
$697 ﹤0.01%
+68
BDCI
7243
BTC Development Corp
BDCI
$347M
$691 ﹤0.01%
+69
SCOR icon
7244
Comscore
SCOR
$112M
$689 ﹤0.01%
106
-238
TLNC
7245
Talon Capital Corp
TLNC
$348M
$687 ﹤0.01%
+68
NWTG
7246
Newton Golf Co
NWTG
$6.2M
$675 ﹤0.01%
+450
OBA
7247
Oxley Bridge Acquisition Ltd
OBA
$321M
$675 ﹤0.01%
+67
PACH
7248
Pioneer Acquisition I Corp
PACH
$321M
$673 ﹤0.01%
+67
HCMA
7249
HCM III Acquisition Corp
HCMA
$342M
$673 ﹤0.01%
+67
GSHR
7250
Gesher Acquisition Corp II
GSHR
$211M
$667 ﹤0.01%
65
+40
288 289
290
291 292